Filed December 1, 2021
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,079 | $148,623-44.1% | $135,974-38.9% | $139,466-40.4% |
| Participation rate | 69.6% | 83.9%-14.3pp | 81.9%-12.4pp | 80.3%-10.8pp |
| Annual return | 19.98% | 79.30%-59.3pp | 68.30%-48.3pp | 373.66%-353.7pp |
| Employer contribution / active EE | $5,883 | $5,246+12.1% | $4,859+21.1% | $4,754+23.7% |
| Participant deferral / active EE | $9,546 | $8,103+17.8% | $7,760+23.0% | $6,712+42.2% |
| Admin fee / account holder | $11,101 | $12,406-10.5% | $10,767+3.1% | $11,409-2.7% |